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Archegos爆倉風波概念

1,890.45

+24.001.29%

漲家數：6

跌家數：2

平家數：- -

市盈率：- -

高：1,912.33

開：1,866.17

低：1,866.17

收：1,866.46

成交量：3,274.11萬

成交額：18.35億

市值：3,941.54億

流通市值：3,686.87億

資料載入中...

總覽新聞資訊

高盛前掌門人Blankfein警告私募市場暗藏「着火」風險

环球市场播报

《商品》油價跌緩解通脹擔憂黃金期貨揚近4% 高盛料金價年底見5,400美元

停火概率50%，高盛將投資者分為三大陣營，稱"現在慶祝還為時尚早"

华尔街见闻

百度2025年AI營收破400億元 AI成為大廠增長核心引擎

21世纪经济报道

部署龍蝦存在安全隱患，百度阮瑜建議：資產敏感人群可使用單獨設備

BUZZ-Forgent Power 下滑，私募股權讚助商將在二月首次公開募股後出售股份

無懼短期陣痛，高盛堅定看好小米：AI有望打開價值空間，AIoT提供安全墊

华尔街见闻

高盛：私募信貸會引發新的金融危機嗎？

华尔街见闻

百度沈抖：具身智能成本會大幅下降未來可能以Token計費

17%，15%……從騰訊京東阿里百度四大平台Q4廣告營收增速，看懂廣告行業發展趨勢

百度創始人李彥宏等4人加入香港特首顧問團

百度沈抖：目前具身智能本體的性能還面臨比較大挑戰，遠沒有到所謂的ChatGPT時刻

人形機器人何時進家庭？百度沈抖：應該是最後一步十年不一定能做到

百度沈抖：現在談人機關係邊界還早，可以邊發展邊治理

海灣穀物到岸價/離岸價-運費下降，玉米和大豆駁船出價走軟

港股早知道 | 高盛警告高油價降低美國降息可能性；農夫山泉去年淨利增長30.9%；海底撈收入微增1.1%

高盛：霍爾木茲海峽局勢導致的化肥短缺可能推高穀物價格

供應中斷，高盛將第二季度鋁價預期上調至 3,200 美元

美國債市：收益率上升，此前兩年期公債標售需求疲軟

《外匯》高盛：市場轉向關注增長風險美元升勢或放緩

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16:00","pubTimestamp":1774425652,"startTime":"0","endTime":"0","summary":"高盛认为，尽管面临内存成本上涨与车研投入压力，小米凭借互联网及AIoT构成的“骨干利润”（2026年预估336亿元）展现出极强韧性。三年600亿元的AI战略投入已使大模型市场份额跃升；同时，电车SU7改款订单强劲，全年交付目标明确。高盛维持41港元目标价，看好其生态赋能的长期价值。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3768349","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"a18022d4fd107b4c1912e238fec55a2e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3768349","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0823413660.USD","LU1323998911.USD","IE0034224299.USD","LU0449515922.USD","LU1956131251.USD","BK4550","LU0742534661.SGD","LU1303224171.USD","LU0417516902.SGD","LU0605514214.HKD","LU2237443382.USD","BK1193","LU1868837300.USD","SG9999001093.SGD","LU0117841782.USD","LU1720050803.USD","LU0359202008.SGD","LU0823039010.USD","BK4504","LU0164872284.USD","LU2097828474.EUR","LU0326950275.SGD","LU0594300179.USD","LU0650527681.SGD","LU0348816934.USD","LU1868836914.USD","LU2399975544.HKD","BK4516","LU2257852520.SGD","LU1804176565.USD","LU0327786744.USD","LU1668664300.SGD","LU0143863198.USD","LU0211977185.USD","LU0675040207.SGD","IE0032431581.USD","BK4533","SG9999002463.SGD","LU2476274720.SGD","LU2097828714.EUR","BK4127","LU0169518387.USD","LU1770036033.HKD","LU0214875030.USD","81810","LU2237443895.HKD","LU0106831901.USD","LU0823397285.USD","LU0561508036.HKD","IE0002270589.USD","BK1615","LU1880383366.USD","LU2265009873.SGD","LU0149721374.USD","LU0531970944.HKD","LU0251142724.SGD","LU0345775950.USD","BK1610","LU0314109678.HKD","LU0143863784.USD","BK4588","LU0061475181.USD","BK1618","IE00B19Z3B42.SGD","LU1894683348.USD","LU2237443465.HKD","LU0052750758.USD","LU2097828631.EUR","LU2471134952.CNY","IE0004091025.USD","LU1808992512.USD","LU0254981946.USD","LU2097828557.USD","BK1607","BK4585","01810","IE00BFXG1179.USD","IE00B19Z3581.USD","LU0345776255.USD","LU0164880469.USD","BK1506","BK1523","LU1791807156.HKD","LU0588546209.SGD","LU1961090484.USD","LU2471134796.USD","LU0048573561.USD","HXXD.SI","LU0634319403.HKD","LU2226246903.HKD","LU0345770993.USD","HK0000165453.HKD","LU1894683264.USD","IE0034235188.USD","LU0594300419.USD","LU0417516738.SGD","LU1481107354.HKD","LU0054450605.USD","LU2750360641.GBP","LU1813983027.USD","LU1282648689.USD","IE00B3M56506.USD","BK1521","LU0348827113.USD","LU0449509016.USD","LU0348735423.USD","LU2237443549.SGD","LU1868836757.USD","IE0004086264.USD","LU1981816686.USD","LU2237438978.USD","LU0348814723.USD","LU0499858438.USD","LU2087589342.USD","LU0700851271.USD","LU2778985437.USD","BK4552","LU0359201612.USD","LU0823413587.USD","LU0307460666.USD","LU1328277881.USD","LU0244354667.USD","LU0823041008.USD","LU0348825331.USD","LU2750360997.AUD","LU0918141887.USD","LU1868837136.USD","LU0918141705.HKD","LU0823040885.USD","LU0210526637.USD","LU0251131958.USD","LU2237443622.USD","LU0320764599.SGD","LU0871576103.HKD","LU2471134523.USD","LU0441854154.USD","LU0611395673.USD","LU1770034418.SGD","LU0531971595.HKD","LU0463099449.HKD","LU0164865239.USD","LU0231483743.USD","LU0540923850.HKD","IE00BSNM7G36.USD","BK1575","GSX","LU0708995583.HKD","LU0096364046.USD","LU1880383440.USD","LU2152927971.USD","LU0359201885.HKD","LU0345770308.USD","LU0039217434.USD","LU2039709279.SGD","LU2097828805.USD","BK1589","LU0084288322.USD","LU0499858602.USD","LU1251922891.USD","LU0823426480.USD","LU1868838027.USD","LU1868836591.USD","LU1105468828.SGD","LU0593848301.USD","LU0823426308.USD","LU1868837565.USD","LU0051755006.USD","BK1502","LU2476274308.USD","XIACY","LU2471134879.HKD","LU0456846285.SGD","LU0456827905.SGD","LU2237443978.SGD","LU0235996351.USD","LU0823038988.USD","LU0823397103.USD","SG9999003461.SGD","LU1023057109.AUD","LU0797268264.HKD","LU1719994722.HKD","LU0572944931.SGD","LU1794554557.SGD","LU1188198961.HKD"],"gpt_icon":1},{"id":"2622244040","title":"高盛：私募信貸會引發新的金融危機嗎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2622244040","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622244040?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 15:15","pubTimestamp":1774422944,"startTime":"0","endTime":"0","summary":"高盛认为，尽管私募信贷行业因赎回受限引发动荡，但其规模仅占私人非金融信贷的4%，即便在10%违约的极端情景下，对GDP拖累也仅约0.2%至0.5%，难以引发类似2008年的系统性危机。核心风险集中在25%的软件行业敞口及AI溢价的不确定性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3768343","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3768343","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0345770993.USD","PIK","LU2237443465.HKD","LU0251131958.USD","LU0251142724.SGD","IE0004086264.USD","LU1804176565.USD","BK4122","BK4588","LU2265009873.SGD","BK4552","LU2471134879.HKD","LU2237443382.USD","GSX","LU0742534661.SGD","LU1868836757.USD","IE0004091025.USD","LU2750360997.AUD","IE00B19Z3581.USD","BK4516","LU1868836591.USD","BK4504","BDC","IE00B19Z3B42.SGD","LU0061475181.USD","LU2237443549.SGD","IE0002270589.USD","LU1894683264.USD","LU2750360641.GBP","LU0106831901.USD","LU1791807156.HKD","BK4148","IE0034235188.USD","BK4585","VGT","LU1868837136.USD","LU0048573561.USD","LU1894683348.USD","BK4094","IE00BFXG1179.USD","LU2471134952.CNY","LU2237443622.USD","LU2471134796.USD","LU2237443978.SGD","LU1868837300.USD","LU2471134523.USD","LU2237443895.HKD","LU0345770308.USD","BK4127","LU0096364046.USD"],"gpt_icon":0},{"id":"2622042281","title":"百度沈抖：具身智能成本會大幅下降 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未来可能以Token计费】3月25日，在博鳌亚洲论坛2026年年会上，百度集团执行副总裁、百度智能云事业群总裁沈抖表示，具身智能目前有本体、数据、模型三个层面的瓶颈待突破，中国有最完整的供应链体系、最大规模的工程师红利、全球领先的成本控制能力，还有丰富的需求，未来成本会大幅降低，率先让具身智能成为一个标准工业品类。沈抖还表示，未来机器人的成本会大幅下降，也可能会按Token计费。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://hk.eastmoney.com/a/202603253683927659.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4588","09888","LU0359201612.USD","BIDU","BK4614","BK4526","LU0359202008.SGD","LU1115378108.SGD","KBDU","LU0173614495.USD","BK4543","LU0287142896.SGD","BK4579","BK4585","BK4612","BK4514","BK4552","BIDG","BK4574","BK4504","LU0640798160.USD","LU1023057109.AUD","BK4535","BK4531","IE00B0JY6N72.USD","BK4587","BK4077","BK4548","BK4602"],"gpt_icon":0},{"id":"2622426360","title":"17%，15%……從騰訊京東阿里百度四大平台Q4廣告營收增速，看懂廣告行業發展趨勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2622426360","media":"鞭牛士","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622426360?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 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港特首顧問團","url":"https://stock-news.laohu8.com/highlight/detail?id=2622288046","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622288046?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 11:40","pubTimestamp":1774410017,"startTime":"0","endTime":"0","summary":"中新网香港3月24日电 香港特区政府24日宣布委任4名特首顾问团新成员，其中包括百度集团联合创始人李彦宏。根据顾问团成员名单，4名新委任成员均归属顾问团“创新与创业”组，分别为百度集团联合创始人、董事长兼首席执行官李彦宏，江苏恒瑞医药股份有限公司董事长孙飘扬，赛昉半导体科技有限公司创始人兼行政总裁徐滔，壁仞科技创始人、董事长兼首席执行官张文。图为香港特首顾问团新委任成员简历。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1418561.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0229945570.USD","BK4588","LU0348735423.USD","BK4574","HK0000306701.USD","HK0000320223.HKD","BK1575","LU0762541174.USD","BK4531","LU0708995583.HKD","HK0000320264.USD","LU0630378429.USD","BK4543","LU0326950275.SGD","LU0630378692.HKD","SG9999014674.SGD","LU0163747925.USD","BK4526","09888","LU0823426480.USD","89888","BK4587","BK4602","BIDU","BIDG","IE0034224299.USD","LU0821914370.USD","LU1023057109.AUD","LU0287142896.SGD","LU0039217434.USD","LU0456827905.SGD","LU0359201612.USD","SG9999002828.SGD","BK1609","LU0043850808.USD","BK4552","BK4585","LU0164880469.USD","BK1615","LU0359202008.SGD","LU0197773673.USD","BK4614","IE00B0JY6N72.USD","LU0307460666.USD","LU0543330566.HKD","KBDU","BK4612","LU1328615791.USD","LU0348825331.USD","LU1115378108.SGD","LU0640798160.USD","LU0871576103.HKD","SG9999002463.SGD","BK4535","LU2778985437.USD","LU0072462343.USD","LU0762542818.HKD","LU2476274308.USD","BK1588","LU2039709279.SGD","LU0762540952.USD","LU0228367735.SGD","BK4548","LU1831875114.USD","LU0417516902.SGD","BK4514","LU1481107354.HKD","HK0000306685.HKD","LU0315179316.USD","LU0819121731.USD","LU0320764599.SGD","LU0831093199.SGD","LU0856984785.SGD","BK4504","LU1188198961.HKD","BK4579","LU0588546209.SGD","LU0164865239.USD","LU0244354667.USD","BK1095","LU0417516738.SGD","BK4077","LU0052750758.USD","LU0531971595.HKD","LU1048588211.SGD","LU1048596156.SGD","LU0823426308.USD","LU0463099449.HKD","LU0149721374.USD","LU0051755006.USD","LU0197773160.USD","LU0173614495.USD","BK1587"],"gpt_icon":1},{"id":"2622043144","title":"百度沈抖：目前具身智能本體的性能還面臨比較大挑戰，遠沒有到所謂的ChatGPT時刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2622043144","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622043144?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 10:28","pubTimestamp":1774405680,"startTime":"0","endTime":"0","summary":"专题：博鳌亚洲论坛2026年年会\n　　博鳌亚洲论坛2026年年会于3月24日至27日在海南博鳌举行。在“人形机器人的进阶与飞跃”分论坛，百度集团执行副总裁、百度智能云事业群总裁沈抖表示，目前具身智能本体的稳定性、耐用性、通用性、灵巧性还面临比较大挑战。\n　　他指出，大模型提供统一的技术底座，但实际上现在无论是大脑小脑，整个技术方案还没有完全统一，还远远没有到所谓ChatGPT时刻。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-03-25/doc-inhseiyf9863960.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4588","BK4587","BK4514","BK4531","IE00B0JY6N72.USD","LU0640798160.USD","KBDU","BK4526","BIDG","BK4579","BK4077","09888","BK4612","LU0173614495.USD","BK4548","BK4614","BIDU","BK4585","LU0359201612.USD","LU1023057109.AUD","BK4543","BK4602","BK4504","BK4574","LU0287142896.SGD","BK4535","LU0359202008.SGD","BK4552","LU1115378108.SGD"],"gpt_icon":0},{"id":"2622043548","title":"人形機器人何時進家庭？百度沈抖：應該是最後一步 十年不一定能做到","url":"https://stock-news.laohu8.com/highlight/detail?id=2622043548","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622043548?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 10:22","pubTimestamp":1774405320,"startTime":"0","endTime":"0","summary":"3月25日消息，博鳌亚洲论坛2026年年会于3月24日至27日在海南博鳌举行。在“人形机器人的进阶与飞跃”分论坛，关于人形机器人走入生活，百度集团执行副总裁、百度智能云事业群总裁沈抖表示，具身智能进家庭，应该是最后一步，是对它能力上限的要求。沈抖认为，十年时间能不能做到也不一定，但成本一定会大幅降低，一定可以达到家庭可消费水平，成本不是最关键的问题，需要注意的是标准、安全、产品的性能。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-03-25/doc-inhseiyf9854831.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4531","BK4579","BK4548","LU0359202008.SGD","IE00B0JY6N72.USD","LU1115378108.SGD","BK4535","BK4585","LU0287142896.SGD","BK4602","BK4588","BK4552","BIDG","LU1023057109.AUD","BK4587","LU0173614495.USD","BIDU","BK4514","BK4574","BK4504","LU0359201612.USD","LU0640798160.USD","09888","BK4614","BK4543","KBDU","BK4526","BK4077","BK4612"],"gpt_icon":0},{"id":"2622886043","title":"百度沈抖：現在談人機關係邊界還早，可以邊發展邊治理","url":"https://stock-news.laohu8.com/highlight/detail?id=2622886043","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622886043?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 10:19","pubTimestamp":1774405140,"startTime":"0","endTime":"0","summary":"　　3月25日消息，博鳌亚洲论坛2026年年会于3月24日至27日在海南博鳌举行。　　沈抖认为，现在谈人机关系边界还早，技术还没有发展到让人类按需满足的阶段，还有很长的路要走，要在这个过程中一边走一边看。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-03-25/doc-inhseixy1054000.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4535","LU0287142896.SGD","KBDU","LU0640798160.USD","LU0359202008.SGD","BK4587","BK4543","BK4574","BK4602","LU1115378108.SGD","BK4614","BK4514","BK4531","LU0173614495.USD","LU1023057109.AUD","LU0359201612.USD","BK4552","BK4612","BIDU","BK4077","BK4504","BK4526","IE00B0JY6N72.USD","BIDG","BK4585","BK4588","BK4579","BK4548"],"gpt_icon":0},{"id":"2622543017","title":"海灣穀物到岸價/離岸價-運費下降，玉米和大豆駁船出價走軟","url":"https://stock-news.laohu8.com/highlight/detail?id=2622543017","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622543017?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 08:50","pubTimestamp":1774399834,"startTime":"0","endTime":"0","summary":"路透芝加哥3月25日 - 贸易商称，周二通过驳船运往美国墨西哥湾沿岸码头的玉米和大豆现货基差报价下跌，反映出出口商需求放缓，驳船运费便宜。驳船消息人士称，托运人似乎对运费进一步下降持乐观态度。4 月份装船的海湾玉米离岸报价与期货持平，为 95 美分。大豆方面，3月份装船的海湾驳船CIF报价为比芝加哥期货交易所5月份SK26大豆期货高61美分，比周一的报价下跌7美分；4月份驳船报价为比期货高65美分，下跌4美分。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260325:nL4T40D047:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1868836591.USD","BK4588","LU2471134523.USD","LU1868836914.USD","LU2237438978.USD","IE0034235188.USD","LU0345770993.USD","LU2237443382.USD","LU1868836757.USD","LU2265009873.SGD","LU2237443465.HKD","LU1894683348.USD","IE00BSNM7G36.USD","IE00B19Z3581.USD","BK4516","GSX","LU0345770308.USD","LU2237443549.SGD","IE00BFXG1179.USD","LU1791807156.HKD","IE0004086264.USD","LU0106831901.USD","LU0251142724.SGD","LU1894683264.USD","LU2471134879.HKD","LU2471134952.CNY","LU1668664300.SGD","LU0742534661.SGD","LU1868837136.USD","BK4533","BK4550","BK4552","LU1804176565.USD","IE0002270589.USD","IE00B19Z3B42.SGD","LU2237443895.HKD","LU0048573561.USD","LU2750360997.AUD","LU1868837300.USD","LU2237443622.USD","LU2237443978.SGD","BK4585","LU0061475181.USD","LU2750360641.GBP","LU0096364046.USD","BK4504","BK4127","LU2471134796.USD","IE0004091025.USD","LU0251131958.USD"],"gpt_icon":0},{"id":"2622014485","title":"港股早知道 | 高盛警告高油價降低美國降息可能性；農夫山泉去年淨利增長30.9%；海底撈收入微增1.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622014485","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622014485?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 07:51","pubTimestamp":1774396265,"startTime":"0","endTime":"0","summary":"高盛警告称，伊朗冲突可能通过推高油价再次引发美国通货膨胀。油价上涨10%可能使总体通胀率上升0.2个百分点。化肥和金属成本上涨也可能导致食品价格上涨约 1.5%。股东应占利润为人民币331.85亿元，较2024年增长0.5%。拟派发末期股息每股股份0.41港元。","market":"fut","thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1418437.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0823039010.USD","BK1144","HXXD.SI","LU2237443382.USD","BK1502","LU0348814723.USD","BK1607","LU0169518387.USD","LU1688375341.USD","LU0348825331.USD","LU0819121731.USD","IE0034235188.USD","LU0061475181.USD","LU0181495838.USD","LU0345775950.USD","LU0359202008.SGD","BK1521","LU0254981946.USD","LU2152927971.USD","LU1868837136.USD","LU0516422440.USD","LU0210526637.USD","LU1804176565.USD","LU0823041008.USD","LU0708995583.HKD","LU2471134796.USD","LU0918141705.HKD","IE0034224299.USD","BK4504","LU0345770993.USD","LU2471134879.HKD","LU1894683348.USD","LU0140636845.USD","BK1506","LU0856984785.SGD","LU1023057109.AUD","LU0327786744.USD","LU0572944931.SGD","BK4552","LU1481107354.HKD","BK4585","BK1589","LU0320764599.SGD","LU0675040207.SGD","LU1242518931.SGD","LU1868836914.USD","LU1323998911.USD","01810","BK1576","LU1868837565.USD","BK1615","BK1575","LU0588546209.SGD","81810","LU1868838027.USD","LU0979878070.USD","LU0143863198.USD","LU0499858438.USD","LU2476274720.SGD","LU0039217434.USD","LU1956131251.USD","LU2237443895.HKD","LU0211977185.USD","LU0823413660.USD","LU0417516902.SGD","LU0634319403.HKD","LU0797268264.HKD","BK4550","LU0918141887.USD","LU1868837300.USD","LU2257852520.SGD","LU0345770308.USD","LU0307460666.USD","LU2476274308.USD","LU0700851271.USD","LU0449509016.USD","LU0516423091.SGD","LU0348827113.USD","09633","LU2237438978.USD","LU1770036033.HKD","SG9999003461.SGD","LU0106831901.USD","LU0164865239.USD","BK1509","BK1507","LU0143863784.USD","LU1791807156.HKD","LU2039709279.SGD","LU0823397285.USD","LU0456846285.SGD","BK1523","LU1720050803.USD","LU0611395673.USD","IE00B3M56506.USD","LU0594300419.USD","BK1610","LU0244354667.USD","LU0359201885.HKD","LU0516422366.SGD","LU0531970944.HKD","LU0742534661.SGD","LU1242518857.USD","IE0004091025.USD","BK4516","LU0231483743.USD","LU0052750758.USD","LU0043850808.USD","LU0463099449.HKD","LU0251142724.SGD","LU0823397103.USD","LU0096364046.USD","LU1868836757.USD","LU2237443622.USD","LU0823426308.USD","LU0516423174.USD","LU2471134523.USD","LU3063872942.SGD","LU0823426480.USD","LU1282648689.USD","LU1719994722.HKD","LU0605514214.HKD","LU0823038988.USD","LU1880383366.USD","LU0516422952.EUR","LU0594300179.USD","LU1880383440.USD","LU0499858602.USD","IE00B19Z3581.USD","IE0002270589.USD","LU0214875030.USD","GSX","IE00B19Z3B42.SGD","LU0348735423.USD","BK4588","LU2237443549.SGD","LU1770034418.SGD","06862","LU2778985437.USD","LU0149721374.USD","IE00BFXG1179.USD","LU1303224171.USD","LU2237443978.SGD","BK1141","LU1808992512.USD","LU0048573561.USD","LU2750360997.AUD","LU0164872284.USD","LU2471134952.CNY","LU0359201612.USD","LU0871576103.HKD","SG9999002463.SGD","IE00BSNM7G36.USD","LU2237443465.HKD","LU1868836591.USD","BK1618","LU0531971595.HKD","LU0561508036.HKD","LU0326950275.SGD","LU0441854154.USD","BK1240","BK4127","LU0235996351.USD","SG9999001093.SGD","LU0054450605.USD","LU1251922891.USD","BK1555","LU1981816686.USD","LU1188198961.HKD","LU0348816934.USD","XIACY","BK1582","LU1105468828.SGD","LU0540923850.HKD","LU2087589342.USD","LU0823413587.USD","LU2097828714.EUR","LU2399975544.HKD","LU2750360641.GBP","LU0650527681.SGD","LU0456827905.SGD","SG9999002562.SGD","LU1328277881.USD","LU2265009873.SGD","LU0251131958.USD","LU0345776255.USD","LU0227179875.USD","LU1813983027.USD","LU0449515922.USD","BK4533","LU0314109678.HKD","LU0084288322.USD","LU0823040885.USD","IE00B0JY6N72.USD","LU1668664300.SGD","LU2097828805.USD","LU0164880469.USD","LU2097828631.EUR","LU2226246903.HKD","LU1961090484.USD","LU0593848301.USD","BK1193","HK0000165453.HKD","IE0004086264.USD","LU1894683264.USD","LU2097828557.USD","LU2097828474.EUR","LU0117841782.USD","LU0417516738.SGD","LU1794554557.SGD","LU0051755006.USD","IE0032431581.USD"],"gpt_icon":0},{"id":"2622601149","title":"高盛：霍爾木茲海峽局勢導致的化肥短缺可能推高穀物價格","url":"https://stock-news.laohu8.com/highlight/detail?id=2622601149","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622601149?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 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高盛周二在一份报告中表示，霍尔木兹海峡的氮肥供应受阻，可能导致全球谷物产量下降，改变播种决策，进而可能推升谷物价格。高盛表示，自冲突爆发以来，占谷物生产成本约20%的氮肥价格已上涨40%。高盛表示，尽管美国农民因在播种季节前提前采购，目前仍相对不受影响，但欧洲、澳洲和南半球供应中断，可能提振对美国谷物出口的需求，并推高美国谷物价格。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260324:nL6S40C1E2:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0345770993.USD","LU1868836914.USD","IE0002270589.USD","LU0048573561.USD","LU2237443978.SGD","LU2237443465.HKD","LU2750360997.AUD","LU1668664300.SGD","LU2471134952.CNY","LU2237443622.USD","LU0061475181.USD","LU1791807156.HKD","LU2237443549.SGD","LU2471134523.USD","IE00BSNM7G36.USD","LU1868836591.USD","IE0034235188.USD","LU2265009873.SGD","IE0004086264.USD","LU1868837300.USD","LU2237443895.HKD","BK4127","LU1868836757.USD","IE00B19Z3581.USD","LU0742534661.SGD","LU1894683348.USD","BK4533","IE00BFXG1179.USD","BK4552","BK4516","LU2237443382.USD","BK4550","GSX","LU1894683264.USD","LU0096364046.USD","LU0345770308.USD","IE00B19Z3B42.SGD","BK4585","BK4588","LU0251142724.SGD","LU2471134796.USD","LU0251131958.USD","IE0004091025.USD","LU2750360641.GBP","LU2237438978.USD","LU0106831901.USD","LU1868837136.USD","BK4504","LU2471134879.HKD","LU1804176565.USD"],"gpt_icon":0},{"id":"2622016219","title":"供應中斷，高盛將第二季度鋁價預期上調至 3,200 美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2622016219","media":"路透中文","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622016219?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 06:00","pubTimestamp":1774389610,"startTime":"0","endTime":"0","summary":"供应中断，高盛将第二季度铝价预期上调至 3,200 美元路透3月24日 - 高盛将第二季度 LME 铝价预期从每吨 3,100 美元上调至 3,200 美元，理由是中东  中断和莫桑比克 Mozal 冶炼厂停产造成供应损失。与1月份相比，该行将2026年原铝供应展望下调了约85万吨。高盛目前预计 2026 年全球铝供应过剩 55 万吨，而此前为 80 万吨，但认为今年上半年会出现赤字。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260324:nL4T40C24Y:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0096364046.USD","LU0061475181.USD","LU1868836757.USD","LU2237443382.USD","LU1804176565.USD","IE00BSNM7G36.USD","LU2237443549.SGD","IE00B19Z3B42.SGD","LU0048573561.USD","LU2750360997.AUD","LU0251131958.USD","LU2237443978.SGD","LU0106831901.USD","IE00BFXG1179.USD","LU1894683264.USD","IE0004091025.USD","LU2237443895.HKD","LU2237443465.HKD","BK4127","LU1868837300.USD","IE0034235188.USD","LU1868836914.USD","LU0345770993.USD","LU2471134952.CNY","LU1791807156.HKD","GSX","LU2237438978.USD","IE00B19Z3581.USD","LU2471134879.HKD","LU1868836591.USD","BK4550","LU2237443622.USD","LU0345770308.USD","GS","LU1868837136.USD","BK4585","BK4516","LU2265009873.SGD","LU1894683348.USD","BK4588","BK4533","BK4552","LU0251142724.SGD","LU0742534661.SGD","LU2750360641.GBP","LU2471134796.USD","LU2471134523.USD","IE0004086264.USD","BK4504","IE0002270589.USD"],"gpt_icon":0},{"id":"2622013968","title":"美國債市：收益率上升，此前兩年期公債標售需求疲軟","url":"https://stock-news.laohu8.com/highlight/detail?id=2622013968","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622013968?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 04:28","pubTimestamp":1774384132,"startTime":"0","endTime":"0","summary":"美国债市：收益率上升，此前两年期公债标售需求疲软两年期公债收益率因标售结果疲软而攀升，最新报3.944%由于伊朗局势持续紧张，收益率走高10年期美债收益率最新升至4.419%路透华盛顿3月24日 - 美国公债收益率周二走高，因美国两年期公债标售需求疲软，加之市场对伊朗战争的担忧持续以及油价居高不下。五年期美债收益率最新报4.055%，上涨10.5个基点；七年期公债收益率最新报4.241%，上涨9.8个基点。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260324:nL6S40C19Q:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2750360641.GBP","LU2237443978.SGD","IE00B19Z3581.USD","LU2237443895.HKD","LU2471134796.USD","IE0004091025.USD","LU1868837136.USD","LU2265009873.SGD","LU0251131958.USD","LU1868836914.USD","LU0061475181.USD","LU1868836757.USD","BK4588","LU0251142724.SGD","LU2750360997.AUD","LU0345770308.USD","LU2237443549.SGD","LU2237443622.USD","BK4550","IE00BFXG1179.USD","IE0034235188.USD","LU0345770993.USD","LU1668664300.SGD","LU2237443382.USD","LU1868836591.USD","IE0004086264.USD","BK4533","IE00BSNM7G36.USD","IE00B19Z3B42.SGD","LU1868837300.USD","BK4504","GSX","LU1894683264.USD","LU2471134879.HKD","BK4516","LU1804176565.USD","LU2471134952.CNY","LU1894683348.USD","LU0106831901.USD","LU1791807156.HKD","LU0742534661.SGD","LU2237443465.HKD","LU0096364046.USD","LU2237438978.USD","BK4552","IE0002270589.USD","LU2471134523.USD","BK4585","BK4127","LU0048573561.USD"],"gpt_icon":1},{"id":"2622097379","title":"《外匯》高盛：市場轉向關注增長風險 美元升勢或放緩","url":"https://stock-news.laohu8.com/highlight/detail?id=2622097379","media":"AASTOCKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622097379?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 01:55","pubTimestamp":1774374900,"startTime":"0","endTime":"0","summary":"高盛外汇策略师周二表示，市场焦点由伊朗战事带来的通胀影响，转向经济增长风险，美元升势或会放缓。高盛策略师Isabella Rosenberg指出，若市场更关注增长下行风险，将削弱美元兑G10货币的整体升势，避险货币如日圆及瑞士法郎将表现较佳。同时，若市场转向增长忧虑，新兴市场货币前景亦可能显着转差。不过，高盛仍预期美元...","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180419151922278_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180419151922278_s.jpg"],"rights":{"source":"aastocks_forex","url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1512073&catg=1","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1512073&catg=1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_forex","symbols":["LU0096364046.USD","IE00B19Z3B42.SGD","IE00BFXG1179.USD","IE0034235188.USD","IE0002270589.USD","IE00B19Z3581.USD","LU2471134796.USD","IE0004091025.USD","BK4585","BK4516","LU0345770308.USD","LU2237443978.SGD","LU0048573561.USD","LU1868837300.USD","IE0004086264.USD","LU0061475181.USD","LU1894683348.USD","LU2471134952.CNY","LU2265009873.SGD","LU2237443895.HKD","LU1868836757.USD","BK4533","LU2237443549.SGD","IE00BSNM7G36.USD","LU1868837136.USD","LU2237443622.USD","LU2750360997.AUD","LU2471134523.USD","LU2471134879.HKD","LU2237443465.HKD","LU0251142724.SGD","LU1804176565.USD","LU2237438978.USD","LU1894683264.USD","BK4588","LU1791807156.HKD","LU0345770993.USD","LU0251131958.USD","LU1668664300.SGD","LU0106831901.USD","LU2237443382.USD","BK4504","LU1868836914.USD","BK4127","LU2750360641.GBP","GSX","BK4550","LU0742534661.SGD","LU1868836591.USD","BK4552"],"gpt_icon":0}],"pageSize":20,"totalPage":11,"pageCount":1,"totalSize":215,"code":"91000000","status":"200"}]}}